Replies to post #162573 on Biotech Values

[DewDiligence]

XOMA—you were disagreeing that it is even a likely truth (that they have an excess infection rate)…

This discussion started with my statement in #msg-87805380:

I will give you that the diabetes data are probably not strongly confirmatory; however, I disagree that they are necessarily contradictory to the allosteric-modulation thesis.

This is, of course, a matter of degree. My supposition that XOMA’s aggregated safety data from the Gevokizumab diabetes trials are not contradictory to the MoA thesis for the drug is tantamount to saying that those data will not be a deal-breaker for the Gevokizumab uveitis program.